JP6586485B2 - Accounting information processing apparatus, accounting processing method, and program - Google Patents

Description

  The present invention relates to an accounting information processing apparatus that processes accounting information.

  2. Description of the Related Art Conventionally, there has been a SaaS general-purpose accounting system that can automate the input and journaling of information groups of various types of economic transactions that occur every day (see, for example, Patent Document 1). The system includes means for acquiring journal data of a company from each business operator system including financial institution / electronic money / credit / vendor / systems, and transaction details information in the acquired journal data. Means for automatically discriminating the journal pattern of the transaction in the journal target data based on matching with the matching information for journals, and journal processing of the transaction based on the identified journal pattern if automatic discrimination is possible If automatic identification is not possible, automatic journal entry processing for the transaction based on the user input data entered on the journal information input screen and entered on the journal information input screen Means for automatically setting user input data as matching information.

JP 2011-170490 A (first page, FIG. 1 etc.)

  However, in the prior art, the accountant cannot set the user interface used by the consultant according to the level of the consultant.

  The accounting information processing apparatus according to the first aspect of the invention includes a first user identifier for identifying a first user who is an accountant and one or more second user identifiers for identifying one or more second users who are consultants of the accountant. A user management information storage unit that can store one or more user management information, a second user identifier that identifies the second user, and UI customization information that is information relating to a user interface used by the second user; From the second terminal of the second user identified by the second user identifier, the UI customization information receiving unit that receives from the first terminal of the first user who is the accountant of the user's advisor and the second user identifier A user interface configured using an access instruction receiving unit to receive and UI customization information corresponding to the second user identifier included in the access instruction. The UI information constituting the scan, it is accounted information processing apparatus and a UI information transmitting unit that transmits to the second terminal.

  With this configuration, the accountant can set a user interface used by the consultant in accordance with the level of the consultant.

  Further, the accounting information processing apparatus of the second aspect of the invention relates to the first invention, an accounting information storage unit that can store one or more accounting information in association with each second user identifier, An accounting information acquisition instruction having two user identifiers is associated with an accounting information acquisition instruction receiving unit that receives from the second terminal of the second user identified by the second user identifier, and a second user identifier that the accounting information acquisition instruction has An accounting information processing apparatus further includes an accounting information acquisition unit that acquires one or more pieces of accounting information from an accounting information storage unit, and an accounting information transmission unit that transmits the one or more accounting information to a second terminal.

  With this configuration, the accountant can set a user interface used by the consultant in accordance with the level of the consultant.

  Further, the accounting information processing apparatus according to the third aspect of the present invention provides a UI customization related to the second user identifier and the user interface used by the second user identified by the second user identifier, relative to the first or second invention. User-specific UI customization having a user-specific UI customization information storage unit that can store one or more user-specific UI customization information that is a set of information, and a second user identifier and UI customization information received by the UI customization information reception unit UI customization information storage unit that stores information in a UI customization information storage unit for each user and UI customization information corresponding to the second user identifier included in the access instruction is acquired from the UI customization information storage unit for each user. A UI information configuration unit that configures UI information using And Bei, UI information transmission unit is an accounting information processing apparatus that transmits UI information UI information configuration unit is configured to the second terminal.

  With this configuration, the accountant can set a user interface used by the consultant in accordance with the level of the consultant.

  In addition, the accounting information processing apparatus according to the fourth aspect of the present invention receives the second user identifier and UI customization information from the second terminal of the second user with respect to any one of the first to third aspects. A UI customization information receiving unit is further provided, and the UI information transmitting unit is UI customization information corresponding to the second user identifier included in the access instruction, and is configured using the UI customization information received by the second UI customization information receiving unit. It is the accounting information processing apparatus which transmits UI information which comprises a user interface to a 2nd terminal.

  With this configuration, the advisor can change the user interface.

  Further, in the accounting information processing apparatus of the fifth invention, in contrast to the fourth invention, when the second UI customization information receiving unit receives the second user identifier and UI customization information, the second user identifier and UI Accounting information processing further comprising a UI change information transmission unit for transmitting UI change information, which is information related to receiving customization information, to the first terminal identified by the first user identifier paired with the second user identifier Device.

  With this configuration, when the advisor changes the user interface, the advisor accountant can know the change.

  The accounting information processing apparatus of the sixth aspect of the invention further comprises a permission information receiving unit that receives permission information for permitting change of the user interface from the first terminal with respect to the fourth or fifth aspect of the invention, This is an accounting information processing apparatus that accepts UI customization information that is paired with a second user identifier corresponding to permission information only when the permission information receiving unit receives permission information, and can accept from the second terminal. .

  With such a configuration, the consultant can change the user interface only when the accountant has permission.

  The accounting information processing apparatus according to the seventh aspect of the invention is an instruction to confirm the user interface of the advisor for any of the first to sixth inventions, and an instruction having the second user identifier of the advisor. A confirmation instruction receiving unit that receives a confirmation instruction from the first terminal of the first user identified by the first user identifier paired with the second user identifier, and the UI information transmission unit includes the confirmation instruction; The transaction information processing apparatus transmits UI information constituting a user interface configured using UI customization information corresponding to a second user identifier to a first terminal.

  With this configuration, the consultant can know the user interface of the consultant.

  In the accounting information processing apparatus according to the eighth aspect of the present invention, the UI customization information received by the UI customization information receiving unit is two or more pieces of UI information for identifying the UI information. The UI information identifier is one of the identifiers, and the UI information transmission unit transmits UI information constituting a user interface corresponding to the UI information identifier corresponding to the second user identifier included in the access instruction to the second terminal. An accounting information processing apparatus.

  With this configuration, the accountant can easily set the user interface of the advisor from a predetermined pattern according to the level of the advisor.

  Further, the accounting information processing apparatus of the ninth invention is an instruction to set a consultant's UI for any of the first to eighth inventions, and a first user identifier for identifying the first user is set. A UI setting instruction receiving unit that receives a UI setting instruction from the first terminal, and a user interface of one or more second users for one or more second user identifiers paired with the first user identifier included in the UI setting instructions This is an accounting information processing apparatus that further includes a UI setting screen information transmitting unit that transmits UI setting screen information constituting a UI setting screen, which is a screen for setting, to the first terminal.

  With this configuration, an accountant can easily set the user interfaces of a plurality of consultants.

  According to the accounting information processing apparatus according to the present invention, the accountant can set the user interface used by the advisor according to the level of the advisor.

The figure which shows the conceptual diagram of the accounting system in Embodiment 1. Block diagram of the accounting system Block diagram of the accounting information processing apparatus 1 A flowchart for explaining the operation of the accounting information processing apparatus 1 A flowchart for explaining the operation of the accounting information processing apparatus 1 Flow chart for explaining the operation of the first terminal 2 Flow chart for explaining the operation of the second terminal 3 Figure showing the same user information management table Figure showing the same user management information management table Figure showing the menu information management table The same UI pattern management table Figure showing the accounting slip management table Figure showing the consultant registration screen The figure which shows UI customization information management table according to the same user Figure showing the screen for beginners A diagram showing a screen for intermediate users Figure showing screen for advanced users Figure showing the UI customization screen The figure which shows the same UI setting screen The figure which shows the same UI setting screen Overview of the computer system Block diagram of the computer system

  Hereinafter, embodiments of an accounting information processing apparatus and the like will be described with reference to the drawings. In addition, since the component which attached | subjected the same code | symbol in embodiment performs the same operation | movement, description may be abbreviate | omitted again.

(Embodiment 1)
In this embodiment, an accounting system is described in which an accountant can set a user interface (hereinafter referred to as “UI” as appropriate) used by a consultant user. The user interface is a user interface such as a system for processing accounting information, software for processing accounting information, and the like. An accountant is an accounting expert, such as a tax accountant or a certified accountant.

  In the present embodiment, an accounting system in which an advisor can change his / her UI will be described. The UI change is usually a change of a screen, a button, a menu, or the like due to a change in usable functions. However, it may be considered that the UI change includes a change in attributes such as a screen layout, a size of a button, a menu, a color, and the like when the usable functions are the same.

  In the present embodiment, an accounting system that is notified to the accountant of the user's advisor when the user changes his / her UI will be described.

  In this embodiment, an accounting system in which an accountant can select one UI from two or more UI patterns in accordance with the level of accounting knowledge of the consultant will be described.

  Furthermore, in the present embodiment, an accounting system in which an accountant can set UIs of a plurality of advisors will be described.

  FIG. 1 is a conceptual diagram of an accounting system in the present embodiment. The accounting system includes an accounting information processing apparatus 1, 1 or 2 or more first terminals 2, 1 or 2 or more second terminals 3. The accounting system is a system that processes accounting information.

  The accounting information processing apparatus 1 constituting the accounting system is a so-called server apparatus, cloud, or the like. The first terminal 2 is a terminal used by a first user who is an accountant. The second terminal 3 is a terminal used by a second user who is an accountant consultant. The kind of the 1st terminal 2 and the 2nd terminal 3 is not ask | required. That is, the 1st terminal 2 and the 2nd terminal 3 are what is called a personal computer, a tablet terminal, a smart phone, a portable terminal etc., for example.

  FIG. 2 is a block diagram of the accounting system in the present embodiment. FIG. 3 is a block diagram of the accounting information processing apparatus 1 constituting the accounting system. The accounting information processing apparatus 1 includes a storage unit 11, a reception unit 12, a processing unit 13, and a transmission unit 14.

  The storage unit 11 constituting the accounting information processing apparatus 1 includes a user information storage unit 111, a user management information storage unit 112, a UI information storage unit 113, a user-specific UI customization information storage unit 114, and an accounting information storage unit 115.

  The receiving unit 12 includes a UI setting instruction receiving unit 121, a UI customization information receiving unit 122, a second UI customization information receiving unit 123, a permission information receiving unit 124, a confirmation instruction receiving unit 125, an access instruction receiving unit 126, and accounting information acquisition. An instruction receiving unit 127 is provided.

  The processing unit 13 includes a user-specific UI customization information storage unit 131, a UI information configuration unit 132, and a transaction information acquisition unit 133.

  The transmission unit 14 includes a UI setting screen information transmission unit 141, a UI change information transmission unit 142, a UI information transmission unit 143, and an accounting information transmission unit 144.

  The first terminal 2 includes a first reception unit 21, a first processing unit 22, a first transmission unit 23, a first reception unit 24, and a first output unit 25.

  The second terminal 3 includes a second reception unit 31, a second processing unit 32, a second transmission unit 33, a second reception unit 34, and a second output unit 35.

  The storage unit 11 constituting the accounting information processing apparatus 1 can store various information. Here, the information includes, for example, user information, user management information, UI information, user-specific UI customization information, accounting information, and the like, which will be described later.

  The user information storage unit 111 can store one or more user information. User information is information about the user. Here, the user is a first user who is an accountant or a second user who is an accountant of an accountant. The user information is, for example, a user identifier for identifying the user, a user name, a company name, a telephone number, a FAX number, a mail address, an address, and the like. The user information may have a user type indicating, for example, a first user or a second user. The user identifier may be anything as long as the user can be identified, such as ID, name, company name, and the like.

  The user management information storage unit 112 can store one or more user management information. User management information is information for managing the relationship between an accountant and a consultant. The user management information includes a first user identifier and one or more second user identifiers. The first user identifier is information for identifying a first user who is an accountant, for example, an ID, a name, a tax accountant office name, an accountant office name, and the like. The second user identifier is information for identifying the accountant's advisor. The second user identifier is information for identifying the second user, such as an ID, a company name, and a name.

  The UI information storage unit 113 can store UI information. The UI information is information on a user interface used by the consultant. The UI information storage unit 113 may also store UI information of a user interface used by an accountant. The UI information stored in the UI information storage unit 113 is, for example, full set user interface information. The full set user interface information is, for example, user interface information for advanced users. The UI information may be anything as long as it is information for configuring a screen output from the first terminal 2 or the second terminal 3. The UI information is usually screen information constituting a screen, a program constituting a screen, or the like. The UI information may include information on UI parts that are parts constituting the user interface. The UI parts are, for example, screens, menus, buttons, fields, and the like. The screen information may be in any language such as HTML, XML, 4GL or the like. The screen information may be, for example, screen information on an accounting information input screen, screen information on a screen of a list of accounting information (may be slip data), or the like.

  The user-specific UI customization information storage unit 114 can store one or more user-specific UI customization information. User-specific UI customization information is information for determining a user interface used by each second user, and is information for each second user. The user-specific UI customization information is a set of a second user identifier and UI customization information. The UI customization information is information related to the user interface used by the second user identified by the second user identifier. The UI customization information may be anything as long as it is information that determines the user interface used by the second user. The UI customization information may be a set of menu identifiers, a set of button identifiers, a set of screen identifiers, a set of screen information, a UI information identifier described later, or the like. The UI customization information may be information that defines the entire user interface used by the second user, or may be information that specifies a different part compared to a standard user interface.

  The UI customization information may be, for example, a set of UI component identifiers that identify UI components that can be used by the user used by the second user. Further, the UI customization information may be, for example, one UI information identifier among two or more UI information identifiers for identifying UI information. Two or more UI information identifiers are, for example, a menu set for beginners, a menu set for intermediates, and a menu set for advanced users. The two or more UI information identifiers are, for example, a menu set for beginners and a menu set for advanced users.

  Further, the UI customization information for each user may be UI customization information corresponding to an accountant. The UI customization information corresponding to the accountant is information for configuring a user interface used by the accountant.

  The transaction information storage unit 115 can store one or more transaction information in association with each second user identifier. The transaction information storage unit 115 can store, for example, a transaction information management table corresponding to each second user identifier. The accounting information management table is a table for managing one or more accounting information. Here, the accounting information is information relating to accounting, and may include slip data, for example. The slip data usually includes an amount and a transaction date. The amount is the amount of the transaction. The slip data includes, for example, information such as date, description, subject, tax classification, deposit, withdrawal. The date is the date of the transaction. The summary is, for example, a description of a journal entry. Deposit is the amount deposited and withdrawal is the amount deposited. Further, the slip data may include information such as a debit account item, a credit account item, a debit tax category, and a credit tax category.

  The receiving unit 12 receives instructions and information. The instructions, information, and the like are, for example, a UI setting instruction, UI customization information, permission information, confirmation instruction, access instruction, accounting information acquisition instruction, accounting information, and the like, which will be described later.

  The UI setting instruction receiving unit 121 configuring the receiving unit 12 receives a UI setting instruction from the first terminal 2. The UI setting instruction is an instruction for setting the UI of the consultant (second user). The UI setting instruction is an instruction for setting UIs of two or more consultants (second users). The UI setting instruction has a first user identifier for identifying the first user (accountant). The UI setting instruction may be an instruction for setting the UI of one consultant (second user).

  The UI customization information receiving unit 122 receives UI customization information that is information for specifying a user interface used by the second user of the consultant.

  The UI customization information receiving unit 122 normally receives the second user identifier and the UI customization information from the first terminal 2 of the first user who is the accountant of the second user's advisor. The UI customization information received here is information related to the user interface used by the second user.

  The UI customization information received by the UI customization information receiving unit 122 may be accumulated in the user-specific UI customization information storage unit 114. In addition, immediately after the UI customization information receiving unit 122 receives the UI customization information, the UI information configuration unit 132 uses the UI customization information to identify the second user for the second user identified by the received second user identifier. UI information may be constructed, and the UI information may be stored in a buffer (not shown). Further, after the UI customization information receiving unit 122 receives the UI customization information, information for specifying the UI is acquired from the UI customization information, and the information for specifying the UI is accumulated in the UI customization information storage unit 114 for each user. May be.

  Note that the UI customization information receiving unit 122 normally does not receive the second user identifier of the second user other than the consultant of the accountant (first user) who transmits the UI customization information. Further, if the UI customization information receiving unit 122 receives the second user identifier of the second user other than the accountant (first user) consultant and the UI customization information, an error occurs.

  Here, the UI customization information may be a set of menu identifiers, a set of button identifiers, a set of screen identifiers, a set of screen information, a UI information identifier described later, or the like. .

  The second UI customization information receiving unit 123 receives the second user identifier and the UI customization information from the second terminal 3 of the second user. The second UI customization information receiving unit 123 receives UI customization information based on the intention of the second user who is an advisor.

  The permission information receiving unit 124 receives permission information, which is information indicating that the second user is permitted to change the user interface used by the second user, from the first terminal 2. The permission information has, for example, a second user identifier. This second user identifier is information for identifying a second user who is permitted to change the UI.

  Note that the timing at which the permission information receiving unit 124 receives the permission information does not matter. After the second UI customization information receiving unit 123 receives the second user identifier and the UI customization information, the permission information receiving unit 124 may receive permission information or non-permission information. Further, the non-permission information is information indicating that the change of the user interface is not permitted.

  The confirmation instruction receiving unit 125 receives a confirmation instruction from the first terminal 2 of the first user. The confirmation instruction is an instruction for confirming the user interface of the advisor. The confirmation instruction has a second user identifier for identifying the second user whose object is confirmed by the user interface. The confirmation instruction receiving unit 125 receives the confirmation instruction from the first terminal 2 of the first user identified by the first user identifier paired with the second user identifier included in the confirmation instruction.

  The access instruction receiving unit 126 receives an access instruction having a second user identifier from the second terminal 3 of the second user identified by the second user identifier. The access instruction is an access instruction to the accounting information processing apparatus 1. There is no limitation on the processing to be executed after the accounting information processing apparatus 1 is accessed by the access instruction. The access instruction is an instruction or information regarding access from the second terminal 3 to the accounting information processing apparatus 1, and is widely understood. Normally, in response to receiving an access instruction, UI information of a UI used by the second user is transmitted to the second terminal 3 of the second user.

  The accounting information acquisition instruction receiving unit 127 receives an accounting information acquisition instruction having the second user identifier from the second terminal 3 of the second user identified by the second user identifier. The accounting information acquisition instruction is an instruction for acquiring accounting information.

  The processing unit 13 performs various processes. The various processes are, for example, a process for accumulating UI customization information, a process for configuring UI information, a process for acquiring accounting information, and the like for each user.

  The user-specific UI customization information storage unit 131 associates the UI customization information received by the UI customization information reception unit 122 with the user customization UI storage unit 114 in association with the second user identifier received by the UI customization information reception unit 122. accumulate. The user-specific UI customization information storage unit 131 stores user-specific UI customization information including the second user identifier and the UI customization information received by the UI customization information reception unit 122 in the user-specific UI customization information storage unit 114. Also good.

  Further, the UI customization information stored by the user-specific UI customization information storage unit 131 may not be the same information as the UI customization information received by the UI customization information reception unit 122. The UI customization information accumulated by the user-specific UI customization information accumulation unit 131 is information acquired from the UI customization information received by the UI customization information reception unit 122, and may be information for specifying a UI.

  The UI information configuration unit 132 acquires UI customization information corresponding to the second user identifier included in the access instruction from the user-specific UI customization information storage unit 114, and configures UI information using the UI customization information. Note that the UI customization information may be the same as the UI information. In such a case, the UI information configuration unit 132 acquires UI information corresponding to the second user identifier included in the access instruction from the user-specific UI customization information storage unit 114. In addition, you may call acquisition here as a structure.

  For example, the UI information configuration unit 132 configures screen information of a screen having a button corresponding to each of one or more menu identifiers included in the UI customization information, and acquires UI information having the screen information.

  The timing at which the UI information configuration unit 132 configures UI information does not matter. The UI information configuration unit 132 may configure the UI information immediately after the UI customization information is received. The UI information configuration unit 132 may configure UI information when an access instruction is received.

  The accounting information acquisition unit 133 acquires from the accounting information storage unit 115 one or more accounting information associated with the second user identifier included in the accounting information acquisition instruction.

  The transmission unit 14 transmits various information to the first terminal 2 or the second terminal 3. The various information includes, for example, UI setting screen information, UI change information, UI information, accounting information, and the like. The UI information is information constituting a UI output from the first terminal 2 or the second terminal 3.

  The UI setting screen information transmission unit 141 transmits UI setting screen information to the first terminal 2. The UI setting screen information is information constituting the UI setting screen. This UI setting screen is a screen for setting one or more second user user interfaces for one or more second user identifiers paired with the first user identifier included in the UI setting instruction. The UI setting screen usually includes a list of advisors.

  The UI change information transmission unit 142 transmits UI change information to the first terminal 2. The UI change information is information indicating that the second user who is an advisor has changed the UI or indicated an intention to change the UI. The UI change information is information such as “Advisor XX has changed the user interface”, changed UI information, information for accessing the UI indicated by the changed UI information (for example, URL) Etc.

  When the second UI customization information receiving unit 123 receives the second user identifier and the UI customization information, the UI change information transmitting unit 142 uses the first user identifier paired with the second user identifier. It transmits to the identified first terminal 2.

  When the second UI customization information reception unit 123 receives the second user identifier and the UI customization information, the UI change information transmission unit 142 may automatically transmit the UI change information to the first terminal 2. That is, the UI change information transmission unit 142 may transmit the UI change information to the first terminal 2 in a so-called push type. Further, the UI change information transmission unit 142 may transmit the UI change information to the first terminal 2 when the accounting information processing apparatus 1 is accessed from the first terminal 2 (may be logged in or the like). . That is, the UI change information transmission unit 142 may transmit the UI change information to the first terminal 2 in a pull type.

  The UI information transmission unit 143 transmits, to the second terminal 3, UI information constituting a user interface configured using UI customization information corresponding to the second user identifier included in the access instruction. Note that the second terminal 3 outputs a screen (user interface) using the transmitted UI information. Further, the UI information to be transmitted may be composed of UI customization information at the time of transmission. When the UI customization information is received, the UI information is configured and accumulated in a buffer (not shown) or the user-specific UI customization information storage unit 114, and the UI information transmission unit 143 reads the UI information from the buffer. You may send it.

  The UI information transmission unit 143 transmits the UI information configured by the UI information configuration unit 132 to the second terminal 3.

  The UI information transmission unit 143 is UI customization information corresponding to the second user identifier included in the access instruction, and includes a UI constituting a user interface configured using the UI customization information received by the second UI customization information reception unit 123. Information may be transmitted to the second terminal 3.

  The UI information transmission unit 143 may transmit UI information constituting a user interface corresponding to the UI information identifier corresponding to the second user identifier included in the access instruction to the second terminal 3.

  The UI information transmission unit 143 transmits, to the first terminal 2, UI information that forms a user interface that is configured using UI customization information corresponding to the second user identifier included in the confirmation instruction. Normally, the first terminal 2 outputs a screen (user interface) using the transmitted UI information.

  The transaction information transmission unit 144 transmits one or more transaction information to the second terminal 3. The transaction information transmission unit 144 transmits one or more transaction information acquired by the transaction information acquisition unit 133 to the second terminal 3. The transaction information transmission unit 144 transmits one or more transaction information to the first terminal 2 or the second terminal 3 that has transmitted the transaction information acquisition instruction.

  The 1st reception part 21 which comprises the 1st terminal 2 receives an instruction | indication, information, etc. from a 1st user. The instructions and information are, for example, the above-described UI setting instruction, UI customization information, permission information, non-permission information, confirmation instruction, accounting information, and the like. Here, the input means such as instructions and information may be anything such as a keyboard, mouse, touch panel or menu screen.

  The first processing unit 22 performs various processes. The first processing unit 22 is, for example, a process of assigning a first user identifier for identifying the first terminal 2 to the instruction or information received by the first receiving unit 21 and configuring the instruction or information to be transmitted. . It is assumed that the first user identifier is stored in a recording medium (not shown).

  For example, the first processing unit 22 configures a UI setting screen from the received UI setting screen information. Moreover, the 1st process part 22 is comprised in the information which outputs received UI change information, for example. The first processing unit 22 configures a UI that is output from received UI information, for example. Moreover, the 1st process part 22 comprises the table of the accounting information to output from one or more received accounting information, for example.

  The first transmission unit 23 transmits, for example, instructions and information received by the first reception unit 21 to the accounting information processing apparatus 1. Moreover, the 1st transmission part 23 transmits the instruction | indication, information, etc. which the 1st process part 22 comprised, for example to the accounting information processing apparatus 1. FIG.

  The first receiving unit 24 receives information from the accounting information processing apparatus 1. Information etc. are UI setting screen information, UI information, accounting information, etc., for example.

  The first output unit 25 outputs information received by the first receiving unit 24. The first output unit 25 may output a UI configured by the first processing unit 22 or a table of accounting information.

  Here, output refers to display on a display, projection using a projector, printing with a printer, sound output, transmission to an external device, storage in a recording medium, and output to other processing devices or other programs. It is a concept that includes delivery of processing results.

  The 2nd reception part 31 which comprises the 2nd terminal 3 receives an instruction | indication, information, etc. from a 2nd user. The instructions, information, and the like are, for example, the above-described UI setting instruction, UI customization information, accounting information, and the like.

  The input means such as instructions and information may be anything such as a keyboard, mouse, touch panel or menu screen.

  The second processing unit 32 performs various processes. The second processing unit 32 is, for example, a process of assigning a second user identifier for identifying the second terminal 3 to information received by the second receiving unit 31 and configuring an instruction, information, or the like to be transmitted. . It is assumed that the second user identifier is stored in a recording medium (not shown).

  The second transmission unit 33 transmits the instruction and information received by the second reception unit 31 to the accounting information processing apparatus 1. Further, the second transmission unit 33 transmits the instructions and information configured by the second processing unit 32 to the accounting information processing apparatus 1.

  The second receiving unit 34 receives information from the accounting information processing apparatus 1. Information etc. are UI information, accounting information, etc., for example.

  The second output unit 35 outputs information received by the second receiving unit 34. The second output unit 35 may output a UI configured by the second processing unit 32, a table of accounting information, or the like.

  The storage unit 11, the user information storage unit 111, the user management information storage unit 112, the UI information storage unit 113, the user-specific UI customization information storage unit 114, and the accounting information storage unit 115 are preferably non-volatile recording media. It can also be realized with a volatile recording medium.

  The process in which information is stored in the storage unit 11 or the like is not limited. For example, information may be stored in the storage unit 11 or the like via a recording medium, information transmitted via a communication line or the like may be stored in the storage unit 11 or the like, Alternatively, the information input via the input device may be stored in the storage unit 11.

  Reception unit 12, UI setting instruction reception unit 121, UI customization information reception unit 122, second UI customization information reception unit 123, permission information reception unit 124, confirmation instruction reception unit 125, access instruction reception unit 126, accounting information acquisition instruction reception The unit 127, the first receiving unit 24, and the second receiving unit 34 are usually realized by wireless or wired communication means, but may be realized by means for receiving broadcasts.

  The processing unit 13, the user-specific UI customization information storage unit 131, the UI information configuration unit 132, the transaction information acquisition unit 133, the first processing unit 22, and the second processing unit 32 can be usually realized by an MPU, a memory, or the like. The processing procedure of the processing unit 13 or the like is usually realized by software, and the software is recorded on a recording medium such as a ROM. However, it may be realized by hardware (dedicated circuit).

  The transmission unit 14, the UI setting screen information transmission unit 141, the UI change information transmission unit 142, the UI information transmission unit 143, the transaction information transmission unit 144, the first transmission unit 23, and the second transmission unit 33 are usually wireless or wired. However, it may be realized by broadcasting means.

  The first receiving unit 21 and the second receiving unit 31 can be realized by a device driver for input means such as a keyboard, control software for a menu screen, or the like.

  You may think that the 1st output part 25 and the 2nd output part 35 are not included even if it thinks that output devices, such as a display and a speaker, are included. The first output unit 25 may be implemented by output device driver software, or output device driver software and an output device.

  Next, the operation of the accounting system will be described. First, operation | movement of the accounting information processing apparatus 1 is demonstrated using the flowchart of FIG. 4, FIG.

  (Step S401) The UI setting instruction receiving unit 121 determines whether or not a UI setting instruction is received from the first terminal 2. If a UI setting instruction is received, the process goes to step S402. If not received, the process goes to step S406.

  (Step S402) The UI information configuration unit 132 acquires the first user identifier included in the UI setting instruction received in Step S401.

  (Step S403) The UI information configuration unit 132 acquires one or more second user identifiers paired with the first user identifier acquired in Step S402 from the user management information storage unit 112. Then, the UI information configuration unit 132 acquires part or all of the one or more second user information corresponding to each acquired one or more second user identifiers from the user information storage unit 111. The second user information is user information of the second user, and includes information such as a company name of an advisor.

  (Step S404) The UI information configuration unit 132 configures UI setting screen information using the user information acquired in Step S403.

  (Step S405) The UI setting screen information transmission unit 141 transmits the UI setting screen information configured in step S404 to the first terminal 2 that has transmitted the UI setting instruction. The process returns to step S401.

  (Step S406) The UI customization information receiving unit 122 determines whether UI customization information or the like has been received from the first terminal 2 of the first user. If UI customization information etc. are received, it will go to step S407, and if UI customization information etc. are not received, it will go to step S408. The UI customization information and the like include UI customization information and a second user identifier.

  (Step S407) The user-specific UI customization information storage unit 131 stores the UI customization information received in step S406 in the user-specific UI customization information storage unit 114 in association with the second user identifier received in step S406. . The process returns to step S401. Here, the UI customization information storage unit 131 for each user is UI customization information that is different from the UI customization information received in step S406, and the UI customization information that can be acquired from the UI customization information received in step S406. The information may be accumulated in the user-specific UI customization information storage unit 114.

  (Step S408) The access instruction receiving unit 126 determines whether or not an access instruction has been received. If the access instruction is received, the process goes to step S409, and if the access instruction is not received, the process goes to step S413. The access instruction has a user identifier. The user identifier is a first user identifier or a second user identifier.

  (Step S409) The UI information configuration unit 132 acquires the user identifier included in the access instruction received in Step S408.

  (Step S410) When the user identifier acquired in Step S409 is the second user identifier, the UI information configuration unit 132 displays the UI customization information corresponding to the second user identifier as the user-specific UI customization information storage unit 114. Get from. If the user identifier acquired in step S409 is the first user identifier, the UI information configuration unit 132 acquires UI customization information corresponding to the accountant. Note that UI customization information corresponding to an accountant may also be stored in the user-specific UI customization information storage unit 114.

  (Step S411) The UI information configuration unit 132 configures UI information using the UI customization information acquired in Step S410.

  (Step S412) The UI information transmission unit 143 transmits the UI information configured in step S411 to the first terminal 2 or the second terminal 3 that has transmitted the access instruction. The process returns to step S401.

  (Step S413) The second UI customization information receiving unit 123 determines whether or not UI customization information is received from the second terminal 3 of the second user. If the UI customization information is received, the process goes to step S414. If the UI customization information is not received, the process goes to step S415.

  (Step S414) The transmission unit 14 notifies the advisor accountant of UI change information indicating that the second user intends to change the UI. The process returns to step S401. Note that the processing unit 13 configures UI change information using the user information of the second user paired with the second user identifier received in step S413. Then, the processing unit 13 acquires from the user management information storage unit 112 a first user identifier that is paired with the second user identifier received in step S413. And the process part 13 acquires the contact information (for example, e-mail address) to the 1st user who becomes a pair with a 1st user identifier from the user information storage part 111. FIG. Next, the transmission unit 14 transmits the configured UI change information to the notification destination indicated by the contact information to the first user.

  (Step S415) The permission information receiving unit 124 determines whether permission information or the like has been received. If permission information etc. are received, it will go to step S416, and if not received, it will go to step S417. The permission information or the like is information for identifying permission information and corresponding UI customization information, for example. Moreover, permission information etc. are permission information and a 2nd user identifier, for example.

  (Step S416) The user-specific UI customization information storage unit 131 stores the UI customization information corresponding to the permission information received in step S415 in association with the second user identifier corresponding to the permission information, and stores the user-specific UI customization information. Stored in the unit 114. The process returns to step S401. When the permission information receiving unit 124 receives the non-permission information, the UI customization information corresponding to the non-permission information is not accumulated.

  (Step S417) The confirmation instruction receiving unit 125 determines whether a confirmation instruction has been received. When the confirmation instruction is received, the process goes to step S418, and when the confirmation instruction is not received, the process goes to step S421.

  (Step S418) The UI information configuration unit 132 acquires the second user identifier included in the confirmation instruction received in Step S417. The UI information configuration unit 132 acquires UI customization information corresponding to the second user identifier from the user-specific UI customization information storage unit 114.

  (Step S419) The UI information configuration unit 132 configures UI information using the UI customization information acquired in Step S418.

  (Step S420) The UI information transmission unit 143 transmits the UI information configured in Step S419 to the first terminal 2 that has transmitted the confirmation instruction. The process returns to step S401.

  (Step S <b> 421) The receiving unit 12 determines whether one or more pieces of transaction information or the like have been received from the first terminal 2 or the second terminal 3. If one or more transaction information or the like is received, the process proceeds to step S422. If one or more transaction information or the like is not received, the process proceeds to step S423. The one or more pieces of transaction information and the like are, for example, one or more pieces of transaction information and a second user identifier. In addition, the one or more pieces of accounting information are, for example, one or more pieces of accounting information and a table identifier in which the accounting information is stored. A table identifier is information for identifying a table.

  (Step S422) The processing unit 13 accumulates one or more pieces of transaction information received in step S421 in the transaction information storage unit 115. The process returns to step S401. Note that the processing unit 13 accumulates one or more pieces of accounting information in association with, for example, the second user identifier.

  (Step S423) The accounting information acquisition instruction receiving unit 127 determines whether or not an accounting information acquisition instruction has been received. When the accounting information acquisition instruction is received, the process goes to step S424, and when the accounting information acquisition instruction is not received, the process returns to step S401. The accounting information acquisition instruction is normally transmitted by the second terminal 3, but may be transmitted by the first terminal 2.

  (Step S424) The transaction information acquisition unit 133 acquires one or more transaction information corresponding to the transaction information acquisition instruction from the transaction information storage unit 115. Note that the transaction information acquisition unit 133 acquires, for example, the second user identifier included in the transaction information acquisition instruction. Then, the transaction information acquisition unit 133 acquires, for example, one or more transaction information paired with the second user identifier from the transaction information storage unit 115.

  (Step S425) The transaction information transmitting unit 144 transmits the one or more transaction information acquired in step S424 to the first terminal 2 or the second terminal 3 that has transmitted the transaction information acquisition instruction. The process returns to step S401.

  4 and 5, when the UI customization information reception unit 122 or the second UI customization information reception unit 123 receives the UI customization information, the UI information configuration unit 132 uses the UI customization information, The UI information may be configured immediately. Then, the processing unit 13 may accumulate the UI information in association with the second user identifier in a buffer (not shown) or the user-specific UI customization information storage unit 114 or the UI information storage unit 113. When the access instruction receiving unit 126 receives the access instruction, the UI information configuration unit 132 may acquire UI information paired with the second user identifier included in the access instruction from a buffer (not shown) or the like. Then, the UI information transmission unit 143 may transmit the UI information to the second terminal 3 that has transmitted the access instruction.

  Further, in the flowcharts of FIGS. 4 and 5, the processing is ended by powering off or interruption for aborting the processing.

  Next, operation | movement of the 1st terminal 2 is demonstrated using the flowchart of FIG.

  (Step S601) The first reception unit 21 determines whether a UI setting instruction has been received. If a UI setting instruction is accepted, the process proceeds to step S602, and if a UI setting instruction is not accepted, the process proceeds to step S605.

  (Step S602) The first processing unit 22 constitutes a UI setting instruction to be transmitted. Then, the first transmission unit 23 transmits the configured UI setting instruction to the accounting information processing apparatus 1. Specifically, for example, the first processing unit 22 configures a UI setting instruction to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 transmits the UI setting instruction to the accounting information. Transmit to the processing device 1.

  (Step S603) The first receiving unit 24 determines whether or not UI setting screen information has been received from the accounting information processing apparatus 1 in response to transmission of the UI setting instruction. If the UI setting screen information is received, the process proceeds to step S604, and if the UI setting screen information is not received, the process returns to step S603.

  (Step S604) The first processing unit 22 configures a UI setting screen from the UI setting screen information received in Step S603. Then, the first output unit 25 outputs the configured UI setting screen. The process returns to step S601.

  (Step S605) The first reception unit 21 determines whether UI customization information or the like has been received. If UI customization information etc. are received, it will go to step S606, and if UI customization information etc. are not received, it will go to step S607. The UI customization information or the like usually includes UI customization information and a second user identifier. Also, the UI customization information and the like that may be accepted may be a set of two or more UI customization information and a second user identifier for two or more second users.

  (Step S606) The first processing unit 22 configures UI customization information and the like to be transmitted. Then, the first transmission unit 23 transmits the configured UI customization information and the like to the accounting information processing apparatus 1. The process returns to step S601. Specifically, for example, the first processing unit 22 configures UI customization information to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 stores the UI customization information and the like. It transmits to the accounting information processing apparatus 1.

  (Step S607) The first receiving unit 24 determines whether or not UI change information has been received. If the UI change information is received, the process goes to step S608. If the UI change information is not received, the process goes to step S611.

  (Step S608) The first output unit 25 outputs the UI change information received in Step S607.

  (Step S609) The first reception unit 21 determines whether permission information or non-permission information has been received from the first user in response to the output of the UI change information in Step S608. If permission information or the like is accepted, the process goes to step S610. If permission information or the like is not accepted, the process returns to step S609.

  (Step S610) The 1st process part 22 comprises the permission information etc. to transmit. Then, the first transmission unit 23 transmits the configured permission information and the like to the accounting information processing apparatus 1. The process returns to step S601. In addition, permission information etc. have permission information or non-permission information. Specifically, for example, the first processing unit 22 configures permission information to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 converts the permission information and the like into accounting information. Transmit to the processing device 1.

  (Step S611) The first reception unit 21 determines whether a confirmation instruction has been received. If a confirmation instruction is accepted, the process proceeds to step S612. If a confirmation instruction is not accepted, the process proceeds to step S615.

  (Step S612) The first processing unit 22 constitutes a confirmation instruction to be transmitted. Then, the first transmission unit 23 transmits the configured confirmation instruction to the accounting information processing apparatus 1. Specifically, for example, the first processing unit 22 constitutes a confirmation instruction to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 sends the confirmation instruction to the accounting information processing apparatus. 1 to send.

  (Step S613) The first receiving unit 24 determines whether UI information has been received from the transaction information processing apparatus 1. If the UI information is received, the process goes to step S614. If the UI information is not received, the process returns to step S613.

  (Step S614) The first processing unit 22 configures a UI to be output from the UI information received in Step S613. The first output unit 25 outputs the configured UI. The process returns to step S601.

  (Step S615) The first reception unit 21 determines whether an access instruction has been received. If the access instruction is accepted, the process goes to step S616, and if the access instruction is not accepted, the process goes to step S617.

  (Step S616) The first processing unit 22 constitutes an access instruction to be transmitted. Then, the first transmission unit 23 transmits the configured access instruction to the transaction information processing apparatus 1. The process returns to step S613. Specifically, for example, the first processing unit 22 configures an access instruction to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 transmits the access instruction to the accounting information processing apparatus. 1 to send.

  (Step S617) The first reception unit 21 determines whether or not one or more pieces of transaction information have been received. If one or more pieces of transaction information are accepted, the process proceeds to step S618. If one or more pieces of transaction information is not accepted, the process proceeds to step S619.

  (Step S618) The 1st process part 22 comprises one or more accounting information to transmit. Then, the first transmission unit 23 transmits the one or more pieces of transaction information to the transaction information processing apparatus 1. The process returns to step S601. Specifically, for example, the first processing unit 22 constitutes one or more pieces of accounting information to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 sets the one or more pieces of accounting information. Information is transmitted to the accounting information processing apparatus 1. In addition, for example, a second user identifier or a table identifier for a table for storing the accounting information is added to the one or more accounting information to be transmitted.

  (Step S619) The first receiving unit 21 determines whether an accounting information acquisition instruction has been received. If an accounting information acquisition instruction is accepted, the process goes to step S620. If an accounting information acquisition instruction is not accepted, the process returns to step S601.

  (Step S620) The 1st process part 22 comprises the accounting information acquisition instruction | indication to transmit. Then, the first transmission unit 23 transmits the transaction information acquisition instruction to the transaction information processing apparatus 1. Specifically, for example, the first processing unit 22 constitutes an accounting information acquisition instruction to which a first user identifier stored in a buffer (not shown) is added, and the first transmission unit 23 outputs the accounting information acquisition instruction. It transmits to the accounting information processing apparatus 1.

  (Step S621) The first receiving unit 24 determines whether or not one or more pieces of transaction information have been received in response to the transmission of the transaction information acquisition instruction. If one or more pieces of transaction information are received, the process proceeds to step S622. If one or more pieces of transaction information is not received, the process returns to step S621.

  (Step S622) The first output unit 25 outputs one or more pieces of transaction information received in step S621. The process returns to step S601.

  In the flowchart of FIG. 6, the process is ended by powering off or interruption for aborting the process.

  Next, operation | movement of the 2nd terminal 3 is demonstrated using the flowchart of FIG.

  (Step S701) The second receiving unit 31 determines whether an access instruction has been received. If an access instruction is accepted, the process proceeds to step S702, and if no access instruction is accepted, the process proceeds to step S705.

  (Step S702) The second processing unit 32 constitutes an access instruction to be transmitted. Then, the second transmission unit 33 transmits the configured access instruction to the transaction information processing apparatus 1. The process returns to step S613. Specifically, for example, the second processing unit 32 configures an access instruction to which a second user identifier stored in a buffer (not shown) is added, and the second transmission unit 33 transmits the access instruction to the accounting information processing apparatus. 1 to send.

  (Step S703) The second receiving unit 34 determines whether or not UI information has been received from the transaction information processing apparatus 1 in response to the transmission of the access instruction. If the UI information is received, the process proceeds to step S704. If the UI information is not received, the process returns to step S703.

  (Step S704) The second processing unit 32 configures a UI to be output from the UI information received in Step S703. The second output unit 35 outputs the configured UI. The process returns to step S701.

  (Step S705) The second reception unit 31 determines whether UI customization information has been received. If UI customization information is accepted, the process proceeds to step S706. If UI customization information is not accepted, the process proceeds to step S707.

  (Step S706) The second processing unit 32 configures UI customization information and the like to be transmitted. Then, the second transmission unit 33 transmits the configured UI customization information and the like to the accounting information processing apparatus 1. The process returns to step S701. Specifically, for example, the second processing unit 32 adds the second user identifier stored in a buffer (not shown) to the received UI customization information, configures the UI customization information to be transmitted, etc. The second transmission unit 33 transmits the UI customization information and the like to the accounting information processing apparatus 1.

  (Step S707) The second receiving unit 31 determines whether or not one or more pieces of transaction information have been received. If one or more pieces of transaction information are accepted, the process proceeds to step S708. If one or more pieces of transaction information is not accepted, the process proceeds to step S709.

  (Step S708) The second processing unit 32 constitutes one or more pieces of transaction information to be transmitted. Then, the second transmission unit 33 transmits the one or more pieces of transaction information to the transaction information processing apparatus 1. The process returns to step S701. Specifically, for example, the second processing unit 32 constitutes one or more pieces of accounting information to which a second user identifier stored in a buffer (not shown) is added, and the second transmission unit 33 sets the one or more pieces of accounting information. Information is transmitted to the accounting information processing apparatus 1. In addition, for example, a second user identifier or a table identifier for a table for storing the accounting information is added to the one or more accounting information to be transmitted.

  (Step S709) The second receiving unit 31 determines whether or not an accounting information acquisition instruction has been received. If an accounting information acquisition instruction is accepted, the process goes to step S710. If an accounting information acquisition instruction is not accepted, the process returns to step S701.

  (Step S710) The second processing unit 32 constitutes a transaction information acquisition instruction to be transmitted. Then, the second transmission unit 33 transmits the transaction information acquisition instruction to the transaction information processing apparatus 1. Specifically, for example, the second processing unit 32 configures an accounting information acquisition instruction to which a second user identifier stored in a buffer (not shown) is added, and the second transmission unit 33 outputs the accounting information acquisition instruction. It transmits to the accounting information processing apparatus 1.

  (Step S711) The second receiving unit 34 determines whether or not one or more pieces of transaction information have been received in response to the transmission of the transaction information acquisition instruction. If one or more pieces of transaction information are received, the process proceeds to step S712. If one or more pieces of transaction information is not received, the process returns to step S711.

  (Step S712) The second output unit 35 outputs one or more pieces of transaction information received in step S711. The process returns to step S701.

  In the flowchart of FIG. 7, the process ends when the power is turned off or the process is terminated.

  Hereinafter, a specific operation of the accounting system in the present embodiment will be described. A conceptual diagram of the accounting system is shown in FIG.

  Now, it is assumed that the user information storage unit 111 of the accounting information processing apparatus 1 stores the user information management table shown in FIG. The user information management table manages one or more records having attribute values such as “business owner number”, “user identifier”, “name”, and “affiliation”. The “business owner number” is information for specifying the business owner. The “user identifier” is a first user identifier or a second user identifier. The business owner number may be considered as a user identifier.

  Further, it is assumed that the user management information storage unit 112 stores the user management information management table shown in FIG. The user management information management table manages one or more records having “first user identifier” and “second user identifier”. The first user identifier is an accountant's user identifier, and here, it is assumed that it has a character string “pro” at the head. The second user identifier is a user identifier of the consultant, and here, it is assumed that a character string “usr” is included at the head.

  The UI information storage unit 113 holds a menu information management table shown in FIG. The menu information management table is a table for managing menu information that is information related to menus constituting the UI. The menu information is a record of the menu information management table. The menu information management table includes “menu ID”, “character string”, “group”, and “action”. “Menu ID” is an ID for identifying a menu. The “character string” is a character string displayed on the menu. “Group” is a group to which the menu belongs. “Action” is an operation executed when a menu is selected. For example, the action “jump P1” is an operation of jumping to the panel (screen) identified by P1, and the screen identified by P1 is displayed. The menu may be referred to as a button here. It is also assumed that screen definition information such as “P1” and “P2” is also stored in the UI information storage unit 113.

  The UI information storage unit 113 holds a UI pattern management table shown in FIG. The UI pattern management table is a table for managing UI patterns. Using the UI pattern management table, the accountant (first user) can easily set the user interface of the advisor from the predetermined patterns according to the level of accounting knowledge of the advisor (second user), etc. it can. The UI pattern management table manages two or more UI patterns that are records having “ID”, “UI information identifier”, and “menu ID”. Here, the UI pattern management table stores three UI patterns. The three UI patterns are: “Menu set for beginners” that specifies UI used by beginners, “Menu set for intermediates” that specifies UI used by intermediates, and UI used by advanced users “Menu set for advanced users”. The UI of the UI pattern identified by the UI information identifier has one or more menus specified by one or more menu IDs included in the “menu ID”.

  In addition, although not shown, the UI information storage unit 113 stores information for configuring the screen output by the first terminal 2 or the second terminal 3, such as definition information of various screens (panels). To do.

  Further, it is assumed that the accounting information storage unit 115 stores the accounting slip management table shown in FIG. The accounting slip management table is a table for managing accounting slips. Here, the accounting slip management table is a table for managing payment slips. The accounting slip management table manages one or more records having “ID”, “first user identifier”, and “accounting information”. The “accounting information” includes “date”, “debit account item”, “credit account item”, “amount”, and “description”. “Summary” has “debit tax classification” and “credit tax classification”. “ID” is information for identifying a record. “Date” indicates the date of the transaction. The “first user identifier” is the user identifier of the first user of the advisor. It can be said that the accounting slip management table is a table for managing accounting information for each first user.

  In this situation, the following four specific examples will be described. Specific Example 1 describes a process in which an accountant sets a user interface of one consultant by selecting one UI pattern from a plurality of UI patterns prepared in advance. Specific Example 2 describes a process in which one consultant customizes a user interface. Specific Example 3 describes processing when an accountant can finely set the user interface of one consultant. Specific Example 4 describes a process in which an accountant collectively sets the user interfaces of two or more consultants. The setting here is basically a setting by selecting one UI pattern from a plurality of UI patterns.

(Specific example 1)
Specific example 1 is a process in which an accountant sets a user interface of one consultant by selecting one UI pattern from a plurality of UI patterns prepared in advance.

  Now, it is assumed that the accountant “N01” identified by the first user identifier “proX” has input an access instruction to the accounting information processing apparatus 1 to the first terminal 2.

  Next, the first reception unit 21 of the first terminal 2 of the accountant “N01” receives an access instruction. Next, the first processing unit 22 constitutes an access instruction to be transmitted. Then, the first transmission unit 23 transmits the configured access instruction to the transaction information processing apparatus 1. The access instruction has the first user identifier “proX”.

  Next, the access instruction receiving unit 126 of the accounting information processing apparatus 1 receives the access instruction. The UI information configuration unit 132 acquires the user identifier “proX” included in the access instruction. The UI information configuration unit 132 acquires UI customization information corresponding to an accountant and configures UI information. Next, the UI information transmission unit 143 transmits the configured UI information to the first terminal 2 that has transmitted the access instruction.

  Next, the first receiving unit 24 of the first terminal 2 receives UI information from the transaction information processing apparatus 1. Next, the first processing unit 22 configures a UI that is output from the received UI information. The first output unit 25 outputs the configured UI. An example of such UI output is shown in FIG. FIG. 13 is an advisor registration screen when an accountant adds an advisor, for example.

  Then, the accountant “N01” inputs the business owner information of the advisor “Kazuo Yamaguchi” on the screen of FIG. 13 (see 1301 of FIG. 13). Then, the accountant “N01” considers the level of accounting knowledge of the advisor, and determines the level of the advisor as “beginner”. The accountant “N01” selects “menu set for beginners” on the screen of FIG. 13 (see 1302 of FIG. 13). Next, it is assumed that the accountant “N01” has pressed the “Register” button 1303 in FIG.

  Then, the 1st reception part 21 receives UI customization information etc. Here, the UI customization information or the like has a second user identifier “usrX” of the consultant “Kazuo Yamaguchi” and a UI information identifier “menu set for beginners”. Next, the first processing unit 22 configures UI customization information and the like to be transmitted. Then, the first transmission unit 23 transmits the configured UI customization information and the like to the accounting information processing apparatus 1.

  Next, the UI customization information receiving unit 122 of the accounting information processing apparatus 1 receives UI customization information and the like from the first terminal 2 of the first user “N01”. The UI customization information and the like have a second user identifier “usrX” and a UI information identifier “menu set for beginners”.

  Next, the user-specific UI customization information storage unit 131 stores the received UI customization information in the user-specific UI customization information storage unit 114 in association with the received second user identifier “usrX”. Here, the UI customization information storage unit 131 for each user searches the UI pattern management table of FIG. 11 using the UI information identifier “menu set for beginners”, and sets the menu IDs “MN02, MN03, MN04”. , MN05, MC01, MC02, MC05, MS01, MS02 ”. Then, it is assumed that the user-specific UI customization information storage unit 131 stores the acquired set of menu IDs in the user-specific UI customization information storage unit 114 in association with the second user identifier “usrX”. Then, it is assumed that the record of “ID = 1” in FIG. 14 is accumulated in the user-specific UI customization information storage unit 114. In this example, the accumulated UI customization information is UI customization information acquired from the received UI customization information, and is an example of information different from the received UI customization information.

  The user-specific UI customization information storage unit 114 holds the user-specific UI customization information management table shown in FIG. The user-specific UI customization information management table is a table for managing user-specific UI customization information. The user-specific UI customization information management table may store one or more records having “ID”, “first user identifier”, “second user identifier”, and “UI customization information”.

  In the record of “ID = 1” in FIG. 14, the UI customization information is a set of menu IDs. However, the UI customization information may be a UI information identifier as in the record of “ID = 2” in FIG.

  Next, it is assumed that the consultant identified by “usrX” inputs an access instruction to the second terminal 3. Then, the second reception unit 31 of the second terminal 3 receives an access instruction. Next, the second processing unit 32 constitutes an access instruction to be transmitted. Then, the second transmission unit 33 transmits the configured access instruction to the transaction information processing apparatus 1. The transmitted access instruction has the second user identifier “usrX”.

  Next, the access instruction receiving unit 126 receives an access instruction having the second user identifier “usrX”. Next, the UI information configuration unit 132 acquires the second user identifier “usrX” included in the received access instruction.

  Next, the UI information configuration unit 132 obtains UI customization information “MN02, MN03, MN04, MN05, MC01, MC02, MC05, MS01, MS02” corresponding to the second user identifier “usrX” as a user-specific UI in FIG. Obtained from the customization information management table.

  Next, the UI information configuration unit 132 configures UI information using the acquired UI customization information. Next, the UI information transmission unit 143 transmits the configured UI information to the second terminal 3 of the consultant identified by “usrX”.

  Next, the second receiving unit 34 of the second terminal 3 receives the UI information from the transaction information processing apparatus 1 in response to the transmission of the access instruction.

  Next, the second processing unit 32 configures a UI to be output from the received UI information. Then, the second output unit 35 outputs the configured UI. An example of such output is shown in FIG. In FIG. 15, it is a screen for beginners having a menu (button) corresponding to UI customization information “MN02, MN03, MN04, MN05, MC01, MC02, MC05, MS01, MS02”.

  Further, it is assumed that the user identified by the second user identifier “usrA” has input an access instruction to the second terminal 3. Then, the second reception unit 31 of the second terminal 3 receives the access instruction. Next, the second processing unit 32 constitutes an access instruction to be transmitted. Then, the second transmission unit 33 transmits the configured access instruction to the transaction information processing apparatus 1. The transmitted access instruction has the second user identifier “usrA”.

  Next, the access instruction receiving unit 126 receives an access instruction having the second user identifier “usrA”. Next, the UI information configuration unit 132 acquires the second user identifier “usrA” included in the received access instruction.

  Next, the UI information configuration unit 132 acquires UI customization information “menu set for intermediate users” corresponding to the second user identifier “usrA” from the UI customization information management table for each user in FIG. The UI customization information here is a UI information identifier.

  Next, the UI information configuration unit 132 sets a menu ID set “MN02, MN03, MN04, MN05, MN06, MN07, NM08, NM09, NM10, MC01, MC02, MC05, MC06, MC07, MK01, MK02, MS01, MS02 "are acquired from the UI pattern management table of FIG.

  Next, the UI information configuration unit 132 configures UI information using the acquired set of menu IDs and the menu information management table of FIG. Next, the UI information transmission unit 143 transmits the configured UI information to the second terminal 3 of the consultant identified by “usrA”.

  Next, the second receiving unit 34 of the second terminal 3 receives the UI information from the transaction information processing apparatus 1 in response to the transmission of the access instruction.

  Next, the second processing unit 32 configures a UI to be output from the received UI information. Then, the second output unit 35 outputs the configured UI. An example of such output is shown in FIG. In FIG. 16, a menu corresponding to a set of menu IDs “MN02, MN03, MN04, MN05, MN06, MN07, NM08, NM09, NM10, MC01, MC02, MC05, MC06, MC07, MK01, MK02, MS01, MS02” This is a screen for intermediate users with a button.

  Further, it is assumed that the user identified by the second user identifier “usrB” has input an access instruction to the second terminal 3. Then, by the same processing as described above, the screen for advanced users in FIG. 17 is output to the second terminal 3 of the user identified by the second user identifier “usrB”.

(Specific example 2)
Specific example 2 is a process in which one consultant customizes the user interface. Assume that the advisor “Kazuo Yamaguchi” identified by the second user identifier “usrX” tries to customize the UI himself. Then, it is assumed that the advisor “Kazuo Yamaguchi” inputs an access instruction to the second terminal 3, accesses the accounting information processing apparatus 1, and displays the UI customization screen shown in FIG. 18 on the second terminal 3. In FIG. 18, only menu items included in the current UI are surrounded by black frames (1801 and 1802 in FIG. 18). Further, for example, it is assumed that the UI customization screen shown in FIG. 18 can be displayed on the second terminal 3 by the advisor “Kazuo Yamaguchi” pressing the “menu confirmation / customization” button 1304 in FIG. 13.

  Next, it is assumed that the consultant “Kazuo Yamaguchi” wants to input a cash book, and instructs the button 1803 in FIG. Then, it is assumed that the “cash accounting book entry” menu item is also surrounded by a black frame. Assume that the advisor “Kazuo Yamaguchi” has pressed the “OK” button 1804.

  Next, the second reception unit 31 receives UI customization information. Here, the UI customization information is “MN02, MN03, MN04, MN05, MN06, MC01, MC02, MC05, MS01, MS02”, and the menu ID “MN06” of the newly selected menu item “cash account entry”. Is also included. Next, the second processing unit 32 adds the second user identifier “usrX” to the UI customization information, and configures the UI customization information to be transmitted. Then, the second transmission unit 33 transmits the configured UI customization information and the like to the accounting information processing apparatus 1.

  Next, the second UI customization information receiving unit 123 receives UI customization information from the second terminal 3 of the second user.

  Next, the transmission unit 14 notifies the advisor accountant of UI change information indicating that the second user intends to change the UI. The processing unit 13 uses the user information (for example, “Kazuo Yamaguchi”) of the second user who is paired with the received second user identifier “usrX” to notify the UI change information “advisor” “Yamaguchi” “Kazuo” will update the user interface. Is that okay? Is configured. Then, the processing unit 13 acquires the first user identifier “proX” paired with the received second user identifier “usrX” from the user management information management table (see FIG. 9). And the process part 13 acquires the contact information (for example, e-mail address) to the 1st user who becomes a pair with a 1st user identifier from a user information management table | surface (refer FIG. 8). Next, the sending unit 14 updates the user interface of the UI change information “adviser“ Kazuo Yamaguchi ”, which is configured as the notification destination indicated by the contact information to the first user. Is that okay? ".

  Next, the first receiving unit 24 of the first terminal 2 of the accountant identified by the first user identifier “proX” receives the notification of UI change. Next, the first output unit 25 updates the user interface of the received UI change information “advisor“ Kazuo Yamaguchi ”. Is that okay? Is output.

  Next, it is assumed that the accountant identified by the first user identifier “proX” has input permission information permitting the change of the UI of the advisor “Kazuo Yamaguchi”. Then, the 1st reception part 21 receives permission information. The first processing unit 22 constitutes permission information to be transmitted. Then, the first transmission unit 23 transmits the configured permission information and the like to the accounting information processing apparatus 1. The permission information or the like has, for example, a second user identifier “usrX”. In addition, it is preferable that the accountant confirms the UI of the advisor “Kazuo Yamaguchi” before inputting the permission information.

  Next, the permission information receiving unit 124 of the accounting information processing apparatus 1 receives permission information and the like. Then, the user-specific UI customization information storage unit 131 associates the UI customization information corresponding to the received permission information with the second user identifier “usrX” corresponding to the permission information, and stores it in the user-specific UI customization information management table. accumulate. Here, the UI customization information (see FIG. 14) associated with the second user identifier “usrX” is “MN02, MN03, MN04, MN05, MN06, MC01, MC02, MC05, MS01, MS02”.

(Specific example 3)
Specific example 3 is processing when an accountant can finely set the user interface of one consultant.

  Assume that the accountant “N01” identified by the first user identifier “proX” has input an access instruction to the accounting information processing apparatus 1. Then, it is assumed that the UI setting screen for finely setting the user interface of one advisor is displayed on the first terminal 2. An example of such a UI setting screen is shown in FIG. Note that, for example, the accountant “N01” presses the “menu confirmation / customization” button 1304 in FIG. 13 to display the UI setting screen shown in FIG. 19 on the second terminal 3.

  Assume that the accountant “N01” selects menu items to be used by the consultant “Kazuo Yamaguchi” on the screen of FIG. Here, the selected menu item is surrounded by a black frame. Further, it is assumed that the accountant “N01” inputs consultant information such as business owner number and name on the screen of FIG. Next, it is assumed that the accountant “N01” has pressed the “OK” button 1901 on the screen of FIG. The set of menu IDs of the selected menu item is “MN02, MN03, MN04, MN05, MN06, MN07, MC01, MC02, MC05”.

  Next, the first reception unit 21 receives UI customization information and the like. UI customization information or the like has a set of menu IDs described above. Next, the first processing unit 22 configures UI customization information and the like to be transmitted. Then, the first transmission unit 23 transmits the configured UI customization information and the like to the accounting information processing apparatus 1. It is assumed that the UI customization information to be transmitted has a set of the above menu IDs, the second user identifier “usrX” of the advisor “Kazuo Yamaguchi”, and the first user identifier “proX”.

  Next, the UI customization information receiving unit 122 of the accounting information processing apparatus 1 receives UI customization information and the like from the first terminal 2 of the accountant “N01”.

  Next, the user-specific UI customization information storage unit 131 associates the received UI customization information “MN02, MN03, MN04, MN05, MN06, MN07, MC01, MC02 with the received second user identifier“ usrX ”. , MC05 ”is stored in the user-specific UI customization information management table.

  Thereafter, when the consultant “Kazuo Yamaguchi” accesses the accounting information processing apparatus 1, the screen configured using the UI customization information “MN02, MN03, MN04, MN05, MN06, MN07, MC01, MC02, MC05” The data is output to the second terminal 3.

(Specific example 4)
Specific example 4 is a specific example for explaining a process in which an accountant collectively sets user interfaces of two or more consultants.

  Assume that the accountant “NO1” accesses the accounting information processing apparatus 1 and inputs a UI setting instruction to the first terminal 2 to collectively set UIs of two or more consultants. Then, the first reception unit 21 receives the UI setting instruction. Next, the first processing unit 22 configures a UI setting instruction to be transmitted. Then, the first transmission unit 23 transmits the configured UI setting instruction to the accounting information processing apparatus 1. The UI setting instruction to be transmitted has the accountant's first user identifier “proX”.

  Next, the UI setting instruction receiving unit 121 of the accounting information processing apparatus 1 receives the UI setting instruction from the first terminal 2.

  Next, the UI information configuration unit 132 acquires the first user identifier “proX” included in the received UI setting instruction. Next, the UI information configuration unit 132 acquires, from the user management information storage unit 112, two second user identifiers “usrX, usrB” that are paired with the acquired first user identifier “proX”. Then, the UI information configuration unit 132 acquires two pieces of second user information corresponding to the two acquired second user identifiers from the user information storage unit 111. Here, the UI information configuration unit 132 includes second user information “Kazuo Yamaguchi, OBC store” corresponding to the second user identifier “usrX”, and second user information “Taro Tanaka,” corresponding to the second user identifier “usrB”. Suppose you have acquired Tanaka Shoten. Next, the UI information configuration unit 132 configures UI setting screen information using the acquired user information.

  Next, the UI setting screen information transmission unit 141 transmits the configured UI setting screen information to the first terminal 2 of the accountant “NO1” who has transmitted the UI setting instruction.

  Next, the first receiving unit 24 of the first terminal 2 receives the UI setting screen information from the transaction information processing apparatus 1 in response to the transmission of the UI setting instruction.

  Next, the first processing unit 22 configures a UI setting screen from the received UI setting screen information. Then, the first output unit 25 outputs the configured UI setting screen. An example of the UI setting screen for such an advisor is shown in FIG.

  Next, it is assumed that the accountant “NO1” has selected the level “Beginner” on the screen of FIG. 20 in consideration of the level of the consultant “Kazuo Yamaguchi”. Further, it is assumed that the accountant “NO1” has selected the level “intermediate” on the screen of FIG. 20 in consideration of the level of the advisor “Taro Tanaka”. Assume that the accountant “NO1” presses the registration button 2001 on the screen of FIG.

  Next, the first reception unit 21 receives UI customization information and the like. Here, the UI customization information has UI customization information of two consultants. That is, the UI customization information and the like include the second user identifier “usrX” of the advisor “Kazuo Yamaguchi” and the UI information identifier “menu set for beginners” and the second user identifier “usrB” of the advisor “Taro Tanaka” It has an information identifier “intermediate menu set”.

  Next, the first processing unit 22 configures UI customization information and the like to be transmitted. Then, the first transmission unit 23 transmits the configured UI customization information and the like to the accounting information processing apparatus 1. The UI customization information to be transmitted includes the second user identifier “usrX” of the advisor “Kazuo Yamaguchi”, the UI information identifier “menu set for beginners”, and the second user identifier “usrB” of the advisor “Taro Tanaka”. It has a UI information identifier “intermediate menu set” and a first user identifier “proX”.

  Next, the UI customization information receiving unit 122 of the accounting information processing apparatus 1 receives UI customization information and the like from the first terminal 2 of the first user.

  Next, the user-specific UI customization information storage unit 131 stores the received UI customization information “menu set for beginners” in the user-specific UI customization information management table in association with the received second user identifier “usrX”. To do. Further, the user-specific UI customization information storage unit 131 stores the received UI customization information “intermediate menu set” in the user-specific UI customization information management table in association with the received second user identifier “usrB”. .

  Here, the UI customization information storage unit 131 for each user acquires a set of menu IDs from the UI information identifier “menu set for beginners” from the UI pattern management table, and associates it with the second user identifier “usrX”. The acquired set of menu IDs may be accumulated in the user-specific UI customization information management table. Also, the user-specific UI customization information storage unit 131 acquires a set of menu IDs from the UI information identifier “intermediate menu set” from the UI pattern management table, and associates them with the second user identifier “usrB”. A set of IDs may be stored in the user-specific UI customization information management table.

  In addition, even when the accountant sets the user interfaces of two or more advisors collectively, it goes without saying that the accountant may be able to set the user interface of each advisor finely as described in the specific example 3. .

  As described above, according to the present embodiment, the accountant can set the user interface used by the advisor according to the level of the advisor.

  Further, according to the present embodiment, the accountant can easily set the user interface of the advisor from a predetermined pattern according to the level of the advisor.

  Moreover, according to this Embodiment, the consultant can change a user interface. Further, according to the present embodiment, when the advisor changes the user interface, the accountant of the advisor can know the change.

  In addition, according to the present embodiment, the advisor can change the user interface only when the accountant has permission.

  Furthermore, according to the present embodiment, an accountant can easily set the user interfaces of a plurality of advisors.

  Note that the processing in the present embodiment may be realized by software. Then, this software may be distributed by software download or the like. Further, this software may be recorded and distributed on a recording medium such as a CD-ROM. This also applies to other embodiments in this specification. In addition, the software which implement | achieves the accounting information processing apparatus 1 in this Embodiment is the following programs. That is, in this program, the computer-accessible recording medium is a first user identifier that identifies a first user who is an accountant and one or more second users that identify one or more second users who are consultants of the accountant. A user management information storage unit capable of storing one or more user management information having a user identifier, and a computer, a second user identifier for identifying the second user, and information on a user interface used by the second user A UI customization information receiving unit that receives the UI customization information from the first terminal of the first user who is the accountant of the second user's advisor, and an access instruction having the second user identifier. An access instruction receiving unit received from the second terminal of the second user identified by the second user, and a second user included in the access instruction The UI information constituting the composed user interface using the UI customization information corresponding to the identifier is a program for functioning as a UI information transmitting unit that transmits to the second terminal.

  The recording medium further includes an accounting information storage unit that can store one or two or more accounting information in association with each second user identifier. In the above program, the computer includes an accounting information having a second user identifier. An accounting information acquisition instruction receiving unit that receives an information acquisition instruction from the second terminal of the second user identified by the second user identifier, and one or more associated with the second user identifier of the accounting information acquisition instruction It is preferable that the program further functions as an accounting information acquisition unit for acquiring the accounting information from the accounting information storage unit and an accounting information transmission unit for transmitting the one or more pieces of accounting information to the second terminal.

  Further, the recording medium can store one or more user-specific UI customization information that is a set of a second user identifier and UI customization information related to a user interface used by the second user identified by the second user identifier. A user-specific UI customization information storage unit; in the program, the user-specific UI customization information including the second user identifier and UI customization information received by the UI customization information receiving unit; User-specific UI customization information storage unit stored in the information storage unit and UI customization information corresponding to the second user identifier included in the access instruction are acquired from the user-specific UI customization information storage unit, and the UI customization information is used. Configure UI information Further serve as an I-information structure unit, the UI information transmitting unit, as transmitting the UI information constituting said UI information configuration unit to the second terminal, it is preferably a program for causing a computer to function.

  In the above program, the computer may further function as a second UI customization information receiving unit that receives a second user identifier and UI customization information from the second terminal of the second user, and the UI information transmission unit includes: UI customization information corresponding to a second user identifier included in the access instruction, and UI information constituting a user interface configured using the UI customization information received by the second UI customization information receiving unit, It is preferable that the program is a program that causes a computer to function as a transmission to the terminal.

  In the above program, the computer is a UI that is information related to receiving the second user identifier and the UI customization information when the second UI customization information receiving unit receives the second user identifier and the UI customization information. It is preferable that the program further functions as a UI change information transmission unit that transmits the change information to the first terminal identified by the first user identifier paired with the second user identifier.

  Further, in the above program, the computer is further allowed to function as a permission information receiving unit that receives permission information permitting the change of the user interface from the first terminal, and the permission is received only when the permission information receiving unit receives the permission information. The UI customization information that is paired with the second user identifier corresponding to the information is accepted and can be received from the second terminal, and is preferably a program that causes the computer to function.

  Further, in the above program, the first user identifier paired with the second user identifier is an instruction for confirming the user interface of the consultant in the program and the instruction having the second user identifier of the consultant. The UI information transmitting unit is configured using UI customization information corresponding to the second user identifier included in the confirmation instruction. It is preferable that the program is a program that causes a computer to function as transmitting UI information constituting a user interface to the first terminal.

  In the program, the UI customization information received by the UI customization information receiving unit is a UI information identifier of two or more UI information identifiers for identifying UI information, and the UI information transmitting unit It is preferable that the program causes a computer to function as transmitting UI information constituting a user interface corresponding to a UI information identifier corresponding to a second user identifier included in an access instruction to the second terminal.

  Also, in the above program, a UI setting instruction receiving unit that receives from the first terminal a UI setting instruction that is an instruction for setting the UI of the consultant and has a first user identifier for identifying the first user; UI setting screen constituting a UI setting screen which is a screen for setting one or more second user identifiers for one or more second user identifiers paired with the first user identifier included in the UI setting instruction It is preferable that the program further functions as a UI setting screen information transmission unit that transmits information to the first terminal.

  FIG. 21 shows the external appearance of a computer that executes the program described in this specification and realizes the accounting information processing apparatus according to various embodiments described above. The above-described embodiments can be realized by computer hardware and a computer program executed thereon. FIG. 21 is an overview diagram of the computer system 300, and FIG. 22 is a block diagram of the system 300.

  In FIG. 21, a computer system 300 includes a computer 301 including a CD-ROM drive, a keyboard 302, a mouse 303, and a monitor 304.

  22, a computer 301 includes an MPU 3013, a bus 3014, a ROM 3015, a RAM 3016, and a hard disk 3017 in addition to a CD-ROM drive 3012. The bus 3014 is connected to the MPU 3013 and the CD-ROM drive 3012. The ROM 3015 stores a program such as a bootup program. The RAM 3016 is connected to the MPU 3013 and temporarily stores application program instructions and provides a temporary storage space. The hard disk 3017 is for storing application programs, system programs, and data. Although not shown here, the computer 301 may further include a network card that provides connection to a LAN.

  A program that causes the computer system 300 to execute the functions of the accounting information processing apparatus according to the above-described embodiment may be stored in the CD-ROM 3101, inserted into the CD-ROM drive 3012, and further transferred to the hard disk 3017. Alternatively, the program may be transmitted to the computer 301 via a network (not shown) and stored in the hard disk 3017. The program is loaded into the RAM 3016 at the time of execution. The program may be loaded directly from the CD-ROM 3101 or the network.

  The program does not necessarily include an operating system or a third-party program that causes the computer 301 to execute the functions of the accounting information processing apparatus according to the above-described embodiment. The program only needs to include an instruction portion that calls an appropriate function (module) in a controlled manner and obtains a desired result. How the computer system 300 operates is well known and will not be described in detail.

  In the above program, in the step of transmitting information, the step of receiving information, etc., processing performed by hardware, for example, processing performed by a modem or an interface card in the transmitting step (only performed by hardware). Not included).

  Further, the computer that executes the program may be singular or plural. That is, centralized processing may be performed, or distributed processing may be performed.

  Further, in each of the above embodiments, it goes without saying that two or more communication units existing in one apparatus may be physically realized by one medium.

  In each of the above embodiments, each process (each function) may be realized by centralized processing by a single device (system), or by distributed processing by a plurality of devices. May be.

  The present invention is not limited to the above-described embodiments, and various modifications are possible, and it goes without saying that these are also included in the scope of the present invention.

  As described above, the accounting information processing apparatus according to the present invention has an effect that an accountant can set a user interface used by a consultant according to the level of the consultant, and realizes accounting information processing. It is useful as a device.

DESCRIPTION OF SYMBOLS 1 Accounting information processing apparatus 2 1st terminal 3 2nd terminal 11 Storage part 12 Reception part 13 Processing part 14 Transmission part 21 1st reception part 22 1st processing part 23 1st transmission part 24 1st reception part 25 1st output part 31 Second reception unit 32 Second processing unit 33 Second transmission unit 34 Second reception unit 35 Second output unit 111 User information storage unit 112 User management information storage unit 113 UI information storage unit 114 User-specific UI customization information storage unit 115 Accounting information storage unit 121 UI setting instruction reception unit 122 UI customization information reception unit 123 Second UI customization information reception unit 124 Permit information reception unit 125 Confirmation instruction reception unit 126 Access instruction reception unit 127 Accounting information acquisition instruction reception unit 131 User-specific UI Customized information storage unit 132 UI information configuration unit 133 Accounting information acquisition unit 141 UI setting Screen information transmitting unit 142 UI change information transmitting unit 143 UI information transmitting unit 144 accounting information transmission unit

Claims (11)

One or more user management information having a first user identifier for identifying a first user who is an accountant and one or more second user identifiers for identifying one or more second users who are consultants of the accountant can be stored. A user management information storage unit;
A second user identifier for identifying the second user and UI customization information that is information related to a user interface used by the second user are received from the first terminal of the first user who is an accountant of the second user's advisor. A UI customization information receiving unit,
An access instruction receiving unit that receives an access instruction having a second user identifier from the second terminal of the second user identified by the second user identifier;
A UI information transmission unit configured to transmit UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the access instruction to the second terminal ;
An instruction for confirming the user interface of the advisor, and a confirmation instruction that is an instruction having the second user identifier of the advisor is a first user identified by the first user identifier paired with the second user identifier. A confirmation instruction receiving unit received from one terminal,
The UI information transmission unit
An accounting information processing apparatus that transmits UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the confirmation instruction to the first terminal . One or more user management information having a first user identifier for identifying a first user who is an accountant and one or more second user identifiers for identifying one or more second users who are consultants of the accountant can be stored. A user management information storage unit;
A second user identifier for identifying the second user and UI customization information that is information related to a user interface used by the second user are received from the first terminal of the first user who is an accountant of the second user's advisor. A UI customization information receiving unit,
An access instruction receiving unit that receives an access instruction having a second user identifier from the second terminal of the second user identified by the second user identifier;
A UI information transmission unit configured to transmit UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the access instruction to the second terminal;
A UI setting instruction receiving unit that receives a UI setting instruction having a first user identifier for identifying the first user, which is an instruction to set the advisor's UI;
UI setting screen constituting a UI setting screen which is a screen for setting one or more second user identifiers for one or more second user identifiers paired with the first user identifier included in the UI setting instruction An accounting information processing apparatus comprising: a UI setting screen information transmission unit that transmits information to the first terminal. An accounting information storage unit capable of storing one or more accounting information in association with each second user identifier;
An accounting information acquisition instruction receiving unit that receives an accounting information acquisition instruction having a second user identifier from the second terminal of the second user identified by the second user identifier;
An accounting information acquisition unit that acquires one or more accounting information associated with a second user identifier included in the accounting information acquisition instruction from the accounting information storage unit;
The one or more accounting information comprises further the accounting information transmitting unit that transmits to the second terminal according to claim 1 or accounting information processing apparatus according to claim 2, wherein. User-specific UI customization information storage that can store one or more user-specific UI customization information that is a set of a second user identifier and UI customization information related to a user interface used by the second user identified by the second user identifier And
A user-specific UI customization information storage unit that stores user-specific UI customization information having the second user identifier and the UI customization information received by the UI customization information receiving unit, in the user-specific UI customization information storage unit;
A UI information configuration unit that obtains UI customization information corresponding to a second user identifier included in the access instruction from the user-specific UI customization information storage unit, and configures UI information using the UI customization information;
The UI information transmission unit
Accounting information processing apparatus as claimed in any one claims 1 to 3 for transmitting the UI information UI information configuration unit is configured to the second terminal. A second UI customization information receiving unit for receiving a second user identifier and UI customization information from the second terminal of the second user;
The UI information transmission unit
UI customization information corresponding to a second user identifier included in the access instruction, and UI information constituting a user interface configured using the UI customization information received by the second UI customization information receiving unit, accounting information processing apparatus according to any one claims 1 to 4 to be transmitted to the terminal. When the second UI customization information receiving unit receives the second user identifier and the UI customization information, the UI change information, which is information related to the reception of the second user identifier and the UI customization information, is used as the second user identifier. The accounting information processing apparatus according to claim 5 , further comprising: a UI change information transmitting unit that transmits to a first terminal identified by a first user identifier paired with The UI customization information received by the UI customization information receiving unit is one UI information identifier of two or more UI information identifiers for identifying UI information,
The UI information transmission unit
The accounting information according to any one of claims 1 to 6, wherein UI information constituting a user interface corresponding to a UI information identifier corresponding to a second user identifier included in the access instruction is transmitted to the second terminal. Processing equipment. Store one or more user management information having the one or more second user identifier that identifies one or more second user is a first user identifier and the accountant adviser destination identifying the first user is the accounting officer An accounting information processing method realized by a user management information storage unit , a UI customization information reception unit, an access instruction reception unit, a UI information transmission unit , and a confirmation instruction reception unit ,
The UI customization information receiving unit is a second user identifier for identifying a second user and UI customization information that is information relating to a user interface used by the second user. UI customization information reception step received from the first terminal of one user;
The access instruction receiving unit receives an access instruction having a second user identifier from the second terminal of the second user identified by the second user identifier; and
A UI information transmitting step in which the UI information transmitting unit transmits UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the access instruction to the second terminal ;
The confirmation instruction receiving unit is an instruction for confirming the user interface of the advisor, and the confirmation instruction that is an instruction having the second user identifier of the advisor is identified by the first user identifier paired with the second user identifier A confirmation instruction receiving step received from the first terminal of the first user to be performed;
A second UI information transmission step in which the UI information transmission unit transmits UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the confirmation instruction to the first terminal. accounting information processing method comprising the door. One or more user management information having a first user identifier for identifying a first user who is an accountant and one or more second user identifiers for identifying one or more second users who are consultants of the accountant can be stored. An accounting information processing method realized by a user management information storage unit, a UI customization information reception unit, an access instruction reception unit, a UI information transmission unit, a UI setting instruction reception unit, and a UI setting screen information transmission unit,
The UI customization information receiving unit is a second user identifier for identifying a second user and UI customization information that is information relating to a user interface used by the second user. UI customization information reception step received from the first terminal of one user;
The access instruction receiving unit receives an access instruction having a second user identifier from the second terminal of the second user identified by the second user identifier; and
A UI information transmitting step in which the UI information transmitting unit transmits UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the access instruction to the second terminal;
A UI setting instruction receiving step in which the UI setting instruction receiving unit receives an UI setting instruction having a first user identifier for identifying a first user, which is an instruction to set an advisory UI;
The UI setting screen information transmission unit is a screen for setting one or more second user user interfaces for one or more second user identifiers paired with a first user identifier included in the UI setting instruction. An accounting information processing method comprising: a UI setting screen information transmission step of transmitting UI setting screen information constituting a UI setting screen to the first terminal. Store one or more user management information having the one or more second user identifier that identifies one or more second user is a first user identifier and the accountant adviser destination identifying the first user is the accounting officer A computer that can access the user management information storage
A second user identifier for identifying the second user and UI customization information that is information related to a user interface used by the second user are received from the first terminal of the first user who is an accountant of the second user's advisor. A UI customization information receiving unit,
An access instruction receiving unit that receives an access instruction having a second user identifier from the second terminal of the second user identified by the second user identifier;
A UI information transmission unit configured to transmit UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the access instruction to the second terminal ;
An instruction for confirming the user interface of the advisor, and a confirmation instruction that is an instruction having the second user identifier of the advisor is a first user identified by the first user identifier paired with the second user identifier. A program for functioning as a confirmation instruction receiving unit received from one terminal,
The UI information transmission unit
A program for causing the computer to function as transmitting UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the confirmation instruction to the first terminal . One or more user management information having a first user identifier for identifying a first user who is an accountant and one or more second user identifiers for identifying one or more second users who are consultants of the accountant can be stored. A computer that can access the user management information storage unit
A second user identifier for identifying the second user and UI customization information that is information related to a user interface used by the second user are received from the first terminal of the first user who is an accountant of the second user's advisor. A UI customization information receiving unit,
An access instruction receiving unit that receives an access instruction having a second user identifier from the second terminal of the second user identified by the second user identifier;
A UI information transmission unit configured to transmit UI information constituting a user interface configured using UI customization information corresponding to a second user identifier included in the access instruction to the second terminal;
A UI setting instruction receiving unit that receives a UI setting instruction having a first user identifier for identifying the first user, which is an instruction to set the advisor's UI;
UI setting screen constituting a UI setting screen which is a screen for setting one or more second user identifiers for one or more second user identifiers paired with the first user identifier included in the UI setting instruction A program for causing information to function as a UI setting screen information transmission unit that transmits information to the first terminal.